I am trying to accomplish the calculation for column G in the excel attachment.

In short, it is the count of all closed NCRs for the specified NCR Create date (regardless if open in the NCR Create Date)

Jan-2017 is a good example. NCR may have been open in Oct, Nov or Dec. I need the count of NCRs that were closed in Jan no matter when they were open. No problem if I use Month Closed in Columns, but I need Month Created in Columns, so I can use the Calc field in other calcs.

also, ultimately I need to create a chart using column I in excel for a chart of "Report Month Closure Rate"

FYI please use the Hierarchies for dates instead of the date fields. I created the hierarchies because the data is massive and refreshes daily and I needed a way to set the FY without having to edit daily.

Thank you for your help but I am totally confused. I don't need help with the FY calculation. I have that, and must use what I have because my data is massive and is refreshed daily from a server that I do not have access to. When refreshed it remove the tableau FY.

Now for my real issue. I am trying to duplicate column G and column I in excel while keeping the Tableau column set to FY Created and Month Created.

If this is what you sent me, my apologies, but I don't see the results.